Retirement plan

CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN

Name: CAPITOL WATER CORPORATION - CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CAPITOL WATER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN, CAPITOL WATER CORPORATION

CAPITOL WATER CORPORATIONEIN 82-0237341Plan #001PY 2019

2626 ELDORADO STREET - BOISE, ID 83704208-375-0931LinkedIn1-10 employeespharmaceuticals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$183K

+29.0% from 2018

Total participants

0.0% from 2018

Average account balance

$91,468

No prior year

Annual return

23.36%

+31.58 pp from 2018

Benchmarks

See 1,379 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,379 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$277K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$138K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$995 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.088%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,468

$102,828-11.0%

$105,387-13.2%

$152,909-40.2%

Participation rate

100.0%

83.8%+16.2pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

23.36%

20.85%+2.5pp

26.82%-3.5pp

345.46%-322.1pp

Employer contribution / active EE

$1,985

$4,473-55.6%

$4,213-52.9%

$4,764-58.3%

Participant deferral / active EE

$1,985

$5,465-63.7%

$5,502-63.9%

$5,851-66.1%

Admin fee / account holder

$995

$8,683-88.5%

$6,559-84.8%

$11,601-91.4%

CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITOL WATER CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion